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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,056 | $88,778-62.8% | $81,844-59.6% | $145,884-77.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,428 | $3,087-53.8% | $2,916-51.0% | $4,662-69.4% |
| Participant deferral / active EE | $1,426 | $4,648-69.3% | $4,323-67.0% | $6,690-78.7% |
| Admin fee / account holder | $3,101 | $8,430-63.2% | $7,355-57.8% | $13,392-76.8% |